Bitrix24 Manager Checklists Setup
Manager closes deal, forgets to request requisites. Accounting can't issue invoice, deal hangs. Another manager sends proposal without coordination with head — conditions not right, discount not approved. Third forgets to call client after meeting. All this — lack of standardized process. Checklists enforce required steps and don't let move forward until everything done.
Task Checklists
Simplest tool — checklist inside task. Created in task card, contains items checked off as completed. Suits for standardizing repeated work.
Example task checklist "Preparing for client meeting":
- Review interaction history in CRM
- Prepare presentation / commercial offer
- Verify current contact details
- Coordinate agenda with manager
- Book meeting room / setup Zoom
Task checklists don't block task closure — manager can complete task with unfilled checklist. For strict control, need smart processes.
CRM Deal Stage Checklists
More powerful option — checklists tied to pipeline stages. At each stage, manager must complete certain actions before moving deal forward.
Implementation via required fields per stage:
| Deal Stage | Required Fields / Actions |
|---|---|
| Qualification | Budget filled, source specified, need identified |
| Commercial Offer | Offer file uploaded, "Payment Terms" field filled |
| Approval | "Approved by Manager" field = Yes |
| Contract | Signed contract uploaded, requisites filled |
| Payment | Amount specified, payment date, invoice number |
If required fields not filled — B24 doesn't let move deal to next stage. Configured in CRM → Settings → Deal Stages → Required Fields.
Smart Process Checklists
Smart Processes — custom CRM entities with own pipelines, stages and automation. Suit processes not fitting standard deals: client onboarding, tender preparation, audit.
In smart process, checklist implemented via:
- Custom "Yes/No" fields — each checklist item = separate field. Filling requirement configured per stage.
- Check robots — robot on stage transition checks field completion. If unfilled — blocks transition and sends notification to manager.
- Business Processes — for complex checklists needing approvals and parallel branches.
Completion Control
Checklist useful only when manager sees who completes, who ignores. Control tools:
- Unfilled fields report — list of deals with empty required fields. Built via standard CRM report with filter on empty fields.
- BI constructor dashboard — visualization: percent deals with filled checklist at each stage, manager rating on filling discipline.
- Auto-notifications — robot daily checks deals longer than N days on stage with unfilled fields and sends reminder to manager.
What We Configure
- Task templates with checklists for typical operations
- Required fields on CRM deal pipeline stages
- Smart processes with custom checklists and transition blocking
- Field completion check robots on stage change
- Reports and dashboards on checklist completion
- Auto-notifications on process violation